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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $238,551 |
GREATBANC TRUST COMPANY1+ years Service code 21 · EIN 75-6769709 | Bank Trustee | $44,895 |
BDO USA, LLP1+ years Filed as: BDO USA LLP Service code 10 · EIN 13-5381590 | Accounting | $15,750 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $506 | $40,592-98.8% | $86,216-99.4% | $103,590-99.5% |
| Participation rate | 92.3% | 58.1%+34.2pp | 69.0%+23.4pp | 73.3%+19.0pp |
| Annual return | 19.69% | 18.32%+1.4pp | 1169.42%-1149.7pp | 33.13%-13.4pp |
| Employer contribution / active EE | $141 | $974-85.5% | $2,382-94.1% | $3,213-95.6% |
| Participant deferral / active EE | $0 | $2,072-100.0% | $3,986-100.0% | $5,214-100.0% |
| Admin fee / account holder | $34 | $85-59.4% | $6,853-99.5% | $114-69.9% |